Document & Records ManagementPurpose
1.2. Ensures automated privacy protection during storage, sharing, or transmission of doula documentation—electronic forms, intake notes, patient histories, communications.
1.3. Minimizes manual handling, reducing risk of data breaches or compliance failures by automatedly applying consistent redaction logic.
1.4. Supports automator workflows that require sharing or processing records with third parties, researchers, or cross-system integrations, by automating de-identification.
Trigger Conditions
2.2. Scheduled automator batch redaction for nightly or weekly compliance sweeps.
2.3. API call or webhook receiving new doula client data for processing.
2.4. Manual flag/selection triggering on-demand redaction automation.
2.5. Automated workflow step post-data entry in EMR/EHR, form software, or shared drive.
Platform Variants
• Feature: Data Loss Prevention API — configure automated content inspection and redaction policies for PII/PHI.
3.2. AWS Comprehend + Lambda
• Feature: Automated batch redaction using Comprehend Medical for entity detection and Lambda for workflow automation.
3.3. Microsoft Azure Purview
• Feature: Automated data scanning with sensitive info redaction policies, integrated automator data pipeline.
3.4. DocuSign
• Feature: Automated Document Redaction tool — configure templates to detect and redact defined terms upon envelope creation.
3.5. Adobe Acrobat Sign API
• Feature: Use automated Redact API endpoints to batch-process uploaded PDFs/documents for sensitive term removal.
3.6. PandaDoc
• Feature: Automate redaction script triggered on document finalization or public link generation.
3.7. Box Shield
• Feature: Smart Access Policies automate redaction and anonymization during file upload in defined folders.
3.8. Dropbox Data Governance
• Feature: Automated workflow connecting file uploads with cloud-based redaction service.
3.9. Egnyte Protect
• Feature: Automated DLP policy scripting for identification and automated redaction based on user actions.
3.10. OneDrive for Business
• Feature: Microsoft 365 Compliance Center automates policy-based document scanning and redaction for sensitive info.
3.11. Symantec DLP Cloud
• Feature: Automate policy-driven data inspection/redaction on file movement or sharing.
3.12. Varonis Data Classification
• Feature: Automation rule triggers identification and automated masking/redaction for shared folders.
3.13. Relativity Trace
• Feature: Automated AI-powered redaction during document discovery and review.
3.14. Proofpoint Information Protection
• Feature: Automated rule set enables redaction upon attempted export/share or DMS integration.
3.15. Zapier (connecting Google Drive & PDF.co)
• Feature: Automated workflow scans new files, calls PDF.co API to redact keywords/entities.
3.16. PDF.co
• Feature: Automated Redact Text API for structured, repeatable document redaction processing.
3.17. Smarsh Content Management
• Feature: Automates PII/PHI scan and applies redaction or alert to compliance officer.
3.18. Tresorit Secure Viewer
• Feature: Automated pre-share document redaction for sensitive doula records.
3.19. iManage Security Policy Manager
• Feature: Automator policy auto-redacts documents based on content scan triggers.
3.20. Kiteworks
• Feature: Policy Engine automates redaction and data loss prevention for file transfers and storage.
Benefits
4.2. Automatedly reduces risk of human error or inconsistent redaction across records.
4.3. Saves staff time by automating repetitive tasks in document & records management.
4.4. Enables rapid, secure, and auditable sharing of doula records via automated workflows.
4.5. Empowers scalability as document volume grows, supporting automatable processes without proportional manual increase.
4.6. Centralizes control, ensuring automated and consistent application of privacy protocols.